Meta Platforms [META]
Only dates the company or the SEC has actually given are listed. Nothing is invented.
| Date | Confidence | Event | Why it matters |
|---|---|---|---|
| 2026-07-29, 1:30pm PT | CONFIRMED (8-K) | Q2 2026 earnings call | Already-filed results are in this memo. The call transcript does not yet exist — the mention-frequency series stops at 26Q1 and the Q&A on the capex-return question is unread. |
| ~2026-07-31 | HIGH — statutory (40 days after quarter end for a large accelerated filer; the 8-K says "our Quarterly Report on Form 10-Q for the quarter ended June 30, 2026" is forthcoming) | Q2 2026 10-Q | The highest-information near-term event. Resolves: (1) the finance-lease liability, absent from the condensed balance sheet; (2) the $13,107m restricted-cash line, up 8x yoy and unexplained; (3) the Hyperion VIE maximum-exposure and RVG update; (4) server useful-life disclosure. |
| Q3 2026 (no date given) | MEDIUM | Completion of the May-2026 headcount reduction | 8-K: "approximately 8,000 employees... the majority of whom will no longer be reflected in our headcount by the end of the third quarter of 2026." Sizes the FY2027 opex base. |
| FY2026, "a number of youth-related trials scheduled for this year in the U.S." (no dates given) | COMPANY-DISCLOSED, UNDATED | Youth-safety litigation | The CFO's own words: "may ultimately result in a material loss." $2.40bn was already charged in Q2 2026. Unquantified and undated — listed because the company raised it, not because a date exists. |
| ~late Oct 2026 | MEDIUM — pattern only | Q3 2026 earnings | Guided revenue $61–64bn. First read on whether the +12% price-per-ad / +14% impression combination holds. |
| ~Jan 2027 | MEDIUM — pattern only | Q4 2026 earnings | The FY2027 capex number. FY2026 was guided at this call in each of the last three years. |
| ~late Jan 2027 | HIGH — statutory | FY2026 10-K | The filing that resolves the useful-life and terminal-margin question, per the prior memo, and the first full-year disclosure of the AI asset base. |
Explicitly NOT listed: no product-launch dates (META has announced none for FY2026 with a date); no antitrust milestone dates; no analyst-day date. A fabricated catalyst date is worse than an incomplete calendar.